Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alicia? Claim Your ProfileAlicia Curry is a financial advisor with UBS Financial Services Inc. Alicia has been in the industry since 1998, with previous experience at firms such as Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Zweig Securities Corp. Alicia holds Series 7, 10, 24, 63, 79TO, and SIE licenses. Alicia specializes in portfolio management for businesses and individuals, financial planning, pension consulting, educational seminars, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NJ
04/20/2012 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
NY
06/01/2009 - 05/04/2012
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
10/03/2009 - 05/26/2010
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
06/09/2009 - 07/22/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
06/23/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CT
08/20/1998 - 04/30/1999
ZWEIG SECURITIES CORP. (HARTFORD CT)
BC
Issued 08/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/14/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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